The Abbott Clarke Partnership Ltd

Independent Financial Adviser  7 Elmhurst Close, High Wycombe, HP13 6DL
First meeting at adviser's own cost
There comes a time in everyone's life when they need someone to go over their finances and make a plan. The first step is to get in touch with us and have a chat over the phone. A first meeting would be without charge.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Peter Clarke
Independent financial adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Robert Clarke
Independent financial adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We are a Chartered firm of Financial Planners. The central pillar of our ethos is that our clients' interests are paramount. Our approach is analytical rather than sales-orientated and we develop long-term client relationships.

Our services

We are generalist financial advisers but we find that most of the work we do is connected with pensions, investments and retirement planning. We do NOT, however, advise on defined benefit (final salary) pension transfers.

Where to find us
Head office address: 7 Elmhurst Close, High Wycombe, HP13 6DL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We are regulated by the Financial Conduct Authority.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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